MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Sells

1 +$25.7M
2 +$4.61M
3 +$1.48M
4
CFG icon
Citizens Financial Group
CFG
+$1.27M
5
MDT icon
Medtronic
MDT
+$967K

Sector Composition

1 Healthcare 11.05%
2 Technology 7.22%
3 Financials 3.62%
4 Consumer Discretionary 2.27%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-170
777
-1,743
778
-1,034,880
779
-63
780
-395